Solidus Excellence in Estate Planning 2023

We are proud to announce that our team won another award at the Solidus Conference this month. This time, the award was for Excellence in Estate Planning!We added Estate Planning to the services we offer our clients for two key reasons. Firstly, to ensure that the wealth they build will be properly managed once they pass away. Secondly, so that our clients know they would be looked after in all scenarios.It gives our clients more control on how and when their estate will be distributed after death and protects your beneficiaries’ right to be passed your assets as you decide.We strongly encourage you to talk to your Financial Planner about Estate Planning if you haven’t already, and what you would like to happen to your Financial Portfolio upon death. Even though it can be a difficult conversation, it’s vital for giving you peace of mind that your family and chosen beneficiaries are looked after how you intend them to be.We provide advice on Lasting Powers of Attorneys, Wills, Trusts, and Probate. It’s important that initially you have these set up, and that these are reviewed with any life changes.